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Building 2WEALTH MANAGEMENT SOLUTIONS

Map pinEXTON, PA
Phone610-524-7031
NotebookSEC #801-106607
Total AUM
$388.9M
Employees
6
Clients
415

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 NORTH POTTSTOWN PIKE
SUITE 240
EXTON
PA 19341
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-524-7031
Other Offices
5

ReceiptFinancials

Total AUM
$388.9M
Accounts
1,803
Discretionary
$388.9M
Accounts
1,803
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
271
AUM
$102.9M
HNW Individual Clients
130
AUM
$271.8M
Pension/Profit Sharing Plan Clients
12
AUM
$13.9M
Corporation or Business Clients
2
AUM
$250K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCDEFLGAMDNCNENHNJNYPASCTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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